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James RG Skjong

@Ulland Investment Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$156.829MTotal holdings212
Assets growth rate14.79%Assets growth rate (2-Q avg)4.88%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ulland Investment Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 212 positions.

Assets under management

The assets under management (AUM) of Ulland Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 156.829M in assets, with a quarterly growth rate of 14.79% and a 2-quarter average growth rate of 4.88%. The portfolio is managed by James RG Skjong, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VBVanguard Small Cap Etf
Recent Activity
Increased 4.6%
0.07%
$109,000
455 shares@ $239.57 avg price
UMHUmh Properties, Inc.
Recent Activity
Increased 291.5%
0.05%
$74,000
3,915 shares@ $18.91 avg price
SPLVInvesco S&p 500 Low Volatility Etf
Recent Activity
Increased 28.58%
0.05%
$63,000
900 shares@ $70.0 avg price
PANWPalo Alto Networks, Inc.
Recent Activity
Increased 100%
0.03%
$38,000
210 shares@ $180.96 avg price
VYMVanguard High Dividend Yield Etf
Recent Activity
Increased 12.25%
0.03%
$35,000
275 shares@ $127.28 avg price
ETREntergy Corporation
Recent Activity
Increased 100%
0.02%
$30,000
400 shares@ $75.0 avg price
SJMJ.m. Smucker Company
Recent Activity
Increased 0.81%
0.02%
$28,000
251 shares@ $111.56 avg price
SGOVIshares 0-3 Month Treasury Bond Etf
Recent Activity
Increased 152%
0.02%
$25,000
252 shares@ $99.21 avg price
LRCXLam Research Corporation
Recent Activity
Increased 900%
0.01%
$14,000
200 shares@ $70.0 avg price
ORCLOracle Corporation
Recent Activity
Increased 73.92%
0.01%
$13,000
80 shares@ $162.5 avg price